A complete list of active advisors currently associated with ClassicCPA

Warmer can help you find a great advisor at ClassicCPA or one who fits your needs even better.

Classic Capital Planning Advisors provides comprehensive financial planning and non‑discretionary investment advice to individuals, high‑net‑worth clients, families, trusts, estates, nonprofit organizations, and business entities. Services described in the brochure include tax‑aware planning, retirement and cash‑flow analysis, insurance and estate planning considerations, and separate tax preparation and IRS representation services performed under distinct engagement agreements. The firm delivers recommendations using fundamental analysis and strategic asset allocation and typically suggests diversified mutual fund and ETF portfolios, while clients retain authority to implement transactions and select custodians. Notably, the firm does not manage client portfolios or maintain custody and reported $0 in assets under management as of the brochure date, which departs from the more common practice among independent advisers of providing portfolio management for individuals. Distinctive features include the principal’s tax and accounting background and the integration of tax compliance services (provided by enrolled agents) alongside financial planning rather than as part of discretionary investment management. The firm relies on fixed or hourly planning fees rather than percentage‑of‑AUM billing and discloses a written referral arrangement with a broker‑dealer (including potential referral compensation), both of which are material governance and compensation attributes highlighted in the brochure.

To learn more about the advisors currently working at ClassicCPA, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.